Position in LEN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$672,974
-$82,881 QoQ
Shares Held
7,437
-14.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#468
of 949 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026SeaBridge Investment Advisors LLC holds $4,761,013 across 2 Residential Construction names. LEN ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
600 | $4,088,039 | |
| 2 | LEN |
Lennar Corp /New/
This page
|
7,437 | $672,974 |
All Filings in LEN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,974 | 7,437 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $755,855 | 8,704 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $932,910 | 9,075 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,162,340 | 9,222 | Shares | Sole | 2025-10-22 | |
| 2020-09-30 | $130,688 | 1,600 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $98,591 | 1,600 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $61,120 | 1,600 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||